BERGERON FAMILY FOUNDATIONS: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERGERON FAMILY FOUNDATIONS (EIN 03-0370623)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202431249349101133
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T10:54:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Danaher Attig & Plante PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 Rye Cr POB 2166 | AddressLine1Txt |
| City | S Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054072166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030370623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bergeron Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANE B GUYETTE | InCareOfNm |
| Business Name Control | BERG | BusinessNameControlTxt |
| Phone | 8028640034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4397 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064397 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE B GUYETTE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8028640034 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE B | PersonFirstNm |
| Person Last | GUYETTE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cathy H Attig | PreparerPersonNm |
| PTIN | P00641183 | PTIN |
| Phone | 8023830399 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,127,772 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,055,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,961 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,176 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $41,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,730 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,730 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $43 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $592 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,904 | CashBOYAmt |
| Cash EOY | $13,114 | CashEOYAmt |
| Cash EOYFMV | $13,114 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $97,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,283 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,317,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,221,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,451,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $620,403 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $596,378 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $570,554 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,043,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,923,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,127,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,043,406 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,923,078 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,043,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,923,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,043,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,923,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,043,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,328 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,923,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,923,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TD BANK 59015 | 2023-01-01 | 2023-12-31 | $265,774 | $287,831 | -$21,330 | -$22,057 | |
| TD BANK 59015 | 2020-01-01 | 2023-12-31 | $772,698 | $767,012 | $12,310 | $5,686 | |
| TD BANK 59015 | 2020-01-01 | 2023-12-31 | $345 | $16 | $329 | $329 | |
| CAPITAL GAIN DIVIDENDS | $16,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,652 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,652 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,961 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $201 | SubtotalAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $999 | OverpaymentAmt |
| Applied To ES Tax | $999 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE B GUYETTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025972605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4397 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JANE B GUYETTE | |||||||||
| 79 Alexis Drive | PO Box 4397 | Burlington | VT | 05408 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 |
| JAY BERGERON | |||||||||
| 337 Great Plains Avenue | PO Box 4397 | Needham | MA | 02492 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 |
| MATTHEW BERGERON | |||||||||
| PO Box 4397 | Burlington | VT | 054064397 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 | |
| JENNIFER CARLSON | |||||||||
| PO Box 4397 | Burlington | VT | 054064397 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,937,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,043,256 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,043,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,012,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201 | TotalTaxAmt |
| Distributable Before Adj | $100,429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $139,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,832 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $100,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,946 | RemainingDistriFromCorpusAmt |
| Total Corpus | $199,999 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $199,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $33,859 | ExcessFromYear3Amt |
| Excess From Year2 | $97,832 | ExcessFromYear2Amt |
| Excess From Year1 | $29,362 | ExcessFromYear1Amt |
| Excess From Current Year | $38,946 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BERGERON FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4397 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8025972605 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR GRANTS SHOULD BE MADE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST ANNE'S SHRINE | |||||||
| 92 ST ANNES ROAD | ISLE LA MOTTE | VT | 05463 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,500 |
| SAINT MICHAEL'S COLLEGE | |||||||
| ONE WINOOSKI PARK | COLCHESTER | VT | 05439 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 |
| RICE MEMORIAL HIGH SCHOOL | |||||||
| 99 PROCTOR AVENUE | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| UVM HOME HEALTH & HOSPICE | |||||||
| 1110 PRIM ROAD | COLCHESTER | VT | 05446 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY COLLEGE OF VERMONT | |||||||
| 1 ABENAKI WAY | WINOOSKI | VT | 05404 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 |
| BOYS & GIRLS CLUB OF BURLINGTON | |||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 |
| SPECTRUM YOUTH & FAMILY SERVICES | |||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| CHITTENDEN EMERGENCY FOOD SHELF | |||||||
| 228 N WINOOSKI AVE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| TURNING POINT CENTER | |||||||
| 191 BANK STREET 2 | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| CHRIST THE KING SCHOOL | |||||||
| 136 LOCUST STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| CHRIST THE KING PARISH | |||||||
| 305 FLYNN AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| ST MARK CATHOLIC PARISH | |||||||
| 1251 NORTH AVENUE | BURLINGTON | VT | 05408 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| MERCY CONNECTIONS | |||||||
| 255 S CHAMPLAIN ST | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| SOUTH BURLINGTON LIBRARY | |||||||
| 180 MARKET STREET | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| MAKE-A-WISH | |||||||
| 6655 SHELBURNE ROAD STE 300 | SHELBURNE | VT | 05482 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| PARTNERS IN ADVENTURE | |||||||
| 1394 ORCHARD ROAD | CHARLOTTE | VT | 05445 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| YMCA CAMP BELKNAP | |||||||
| PO BOX 1546 | WOLFEBORO | NH | 03894 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,500 |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DRIVE SUITE 100 | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 217415014 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| FAMILIES IN TRANSITION | |||||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| HOWARD MENTAL HEALTH | |||||||
| 208 FLYNN AVENUE STE 3J | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $9,000 |
| YMCA CAMP ABNAKI | |||||||
| 1252 ABNAKI ROAD | NORTH HERO | VT | 05474 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| BISHOP'S FUND | |||||||
| 55 JOY DRIVE | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 300 CORNERSTORE DR | WILLISTON | VT | 05495 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| HOME SHARE VERMONT | |||||||
| 412 FARRELL ST 300 | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| JUMP | |||||||
| 38 SOUTH WINOOSKI AVE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| COTS | |||||||
| 95 NORTH AVE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF CAPE COD | |||||||
| 31 FRANK E HICKS DR | MASHPEE | MA | 02649 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,500 |
| BOYS & GIRLS CLUB OF CONCORD | |||||||
| 55 BRADLEY ST | CONCORD | NH | 03301 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| THE LUND FAMILY CENTER | |||||||
| 76 GLEN ROAD | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| ROCKLAND PUBLIC SCHOOLS | |||||||
| 4 MACKINLAY WAY | ROCKLAND | MA | 02370 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| METCO SCHOLARSHIP FUND | |||||||
| 10 FLETCHER AVENUE | LEXINGTON | MA | 02420 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| THE CLARA MARTIN CENTER | |||||||
| 11 NORTH MAIN STREET | RANDOLPH | VT | 05060 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 |
| ST SEBASTIAN'S SCHOOL | |||||||
| 1191 GREENDALE AVENUE | NEEDHAM | MA | 02492 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| SOUTH BURLINGTON SCHOOLS FOUNDATION | |||||||
| 550 DORSET STREET | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| END 68 HOURS OF HUNGER | |||||||
| 4 IVY LANE | FARMINGTON | NH | 03835 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,412 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,375 | Amt |
| Disbursements Charitable Prps | $2,375 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | VERMONT DOES NOT REQUIRE A FILING | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - | $596,378 | $570,554 |
| SEE ATTACHED SCHEDULE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK AND MUTUAL FDS | $1,221,303 | $1,451,821 |
| SEE ATTACHED SCHEDULE |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ANNUAL MEETING EXPENSE | $232 |
| OFFICE EXPENSES | $360 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $5,176 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $21,730 | Amt |
| Net Investment Income | $21,730 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $43 | Amt |
| Net Investment Income | $43 | NetInvestmentIncomeAmt |